Send Emails for Website Form Leads and Log Data in Zoho CRM

Learn how to automate email notifications for your website form leads and log data in Zoho CRM using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate sending emails for website form leads and logging data in Zoho CRM, you must first access Pabbly Connect. Start by visiting the Pabbly Connect URL: pabby.com/connect. This platform will serve as the central hub for integrating your applications.

Once on the Pabbly Connect landing page, you have two options: sign in if you already have an account or sign up for free if you are a new user. Signing up provides you with 100 free tasks every month to explore the capabilities of Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect and click on the ‘Create Workflow’ button. This action will prompt you to select a workflow builder. Choose the beta version for a more modern and flexible experience.

• Click on ‘Create Workflow’.
• Select the beta workflow builder.
• Name your workflow, e.g., ‘Create Contact in Zoho CRM and Send Emails to Website Form Leads’.

After naming your workflow, click on the ‘Create’ button. This will take you to the workflow page where you can add a trigger. The trigger will be set to initiate the workflow whenever a new lead is captured from your website form.

3. Set Up the Trigger for Website Form Leads

In this step, you will configure the trigger using Pabbly Connect. Select ‘Webhook by Pabbly’ as your trigger application. This webhook will act as the bridge between your website form and Pabbly Connect.

Click on the ‘Add Trigger’ button and select ‘Catch Webhook’ as your event. Once selected, click on the ‘Connect’ button to generate a webhook URL. Copy this URL, as it will be used in your website form code to send data to Pabbly Connect.

4. Integrate Zoho CRM to Log Data

Now that you have set up the trigger, the next step is to integrate Zoho CRM with Pabbly Connect. Click on the ‘Add New Action Step’ button and search for Zoho CRM. Select it and choose the event ‘Create Contact’.

• Connect your Zoho CRM account by entering your domain.
• Map the fields from the webhook response to the appropriate fields in Zoho CRM.

After mapping the fields, save and send a test request. This allows you to verify that the contact is created successfully in Zoho CRM. Check your Zoho CRM contacts page to confirm the new contact has been added.

5. Send Emails to Website Form Leads

The final step is to configure email notifications for your leads. Add another action step and select Gmail as your application. Choose the event ‘Send Email’ and connect your Gmail account.

Fill in the required fields, including the sender’s name and email. For the recipient’s email, map the email address from the webhook response. Complete the email subject and body, ensuring you include personalized details from the lead’s information.

After setting up the email, click on the ‘Save and Send Test Request’ button. Check your Gmail account to confirm that the email has been sent successfully. This shows that the automation built through Pabbly Connect is working flawlessly.

Conclusion

Using Pabbly Connect, you can effectively automate the process of sending emails for website form leads and logging data in Zoho CRM. This integration streamlines communication and enhances your customer engagement efforts, making it a valuable tool for any business.